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WBI Investments’s OceanFirst Financial OCFC Stock Holding History

WBI Investments’s Portfolio OCFC Stock Details OCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,162
Closed -$219K – 342
2026
Q1 		$219K Buy
+12,162
New +$224K 0.06% 267
2018
Q1 		– Sell
-24,394
Closed -$640K – 284
2017
Q4 		$640K Sell
24,394
-17,706
-42% -$482K 0.03% 228
2017
Q3 		$1.16M Buy
+42,100
New +$1.1M 0.05% 185
2016
Q4 		– Sell
-25,016
Closed -$482K – 362
2016
Q3 		$482K Buy
+25,016
New +$477K 0.02% 242

Other funds holding OCFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WBI Investments's OCFC Position: Q2 2026 in Review

WBI Investments sold out of OceanFirst Financial (OCFC) in Q2 2026, closing a stake of 12,162 shares — an estimated $219K sold.

WBI Investments first reported a position in OCFC in Q3 2016 and held it in 4 quarters. The position peaked at $1.16M in Q3 2017. 231 funds tracked by Wall St. Rank hold OCFC as of Q2 2026.

  • WBI Investments reported no remaining OceanFirst Financial position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 12,162 OceanFirst Financial shares in Q2 2026, an estimated $219K.
  • WBI Investments first reported a position in OceanFirst Financial in Q3 2016 and held it in 4 quarters.
  • WBI Investments's OceanFirst Financial position peaked at $1.16M in Q3 2017.
  • 231 funds tracked by Wall St. Rank held OceanFirst Financial as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.